Signing uses separate statuses for documents, signatories and packs. A document's version state (Draft, Agreed form, Execution or Signed) is a different thing. See Version states and what Signed means.
Document statuses
Status | Meaning |
Not sent | The document has not been sent to anyone. |
Partially sent | The document has been sent to some of its signatories, but not all. |
Fully sent | The document has been sent to every signatory. |
Ready to collate | Every signatory is Signed, and the document can be collated. |
Signed | The document is signed and final. |
A counterpart document that is Ready to collate is still open. If you add a signatory, it goes back to Partially sent.
You can also set a document's status by hand.
Setting a document to Signed is final. Legatics asks you to confirm, and afterwards you cannot upload a new version or change parties and signatories. No new version is created. The current version is marked as the signed one. Clear override removes a manual status you have set, apart from Signed, which cannot be undone.
Signatory statuses
Status | Meaning |
Not sent | Nothing has been sent to them yet. |
Sent | They have been sent what they need to sign. |
Action required | Something about this signatory needs your attention, for example when DocuSign reports a problem with them, or a signed page has been matched without being tagged to them. See Action required on a pack: reasons and fixes. |
Signed | They have signed. |
A signatory becomes Signed when their signed page is matched and tagged to them, when DocuSign reports they have finished, or when you set it by hand. You can change a signatory's status by hand, for example if they signed outside Legatics. You cannot set a signatory that DocuSign has already marked as Signed.
Pack statuses
Status | Meaning |
Draft | Created but not yet sent. |
Sent | Sent to the signer. For DocuSign, once the envelope has been sent from DocuSign. |
Action required | Something stops the pack reaching Completed, and you need to act. See Action required on a pack: reasons and fixes. |
Completed | Signed and returned. |
Voided | Cancelled after being sent, either in Legatics or by voiding the envelope in DocuSign. Its signatories go back to Not sent. You can then click Reset to return the pack to Draft. |
Action required appears on packs and on signatories. A document itself does not have an Action required status.